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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Matthew Sonquist (CRD# 7256790) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has over 3 years of experience in the finance industry.
Gregory Braun (CRD# 7335499) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mason City, IA and has over 2 years of experience in the finance industry.
Arcon Concepcion (CRD# 4912985) is an Investment Advisor Representative working at Lpl Financial LLC in Charles City, IA and has over 14 years of experience in the finance industry.
Amy Dixon (CRD# 6631533) is an Investment Advisor Representative working at Lpl Financial LLC in Clear Lake, IA and has over 3 years of experience in the finance industry.
Charles Frein (CRD# 5064797) is an Investment Advisor Representative working at Principal Securities, Inc. in Mason City, IA and has over 4 years of experience in the finance industry.
Kassidy Gillen (CRD# 7289441) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mason City, IA and has over 3 years of experience in the finance industry.
Holly Johnson (CRD# 7535012) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has 1 year of experience in the finance industry.
Stephanie Lyles (CRD# 6980475) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mason City, IA and has over 3 years of experience in the finance industry.
Eric Miller (CRD# 7658057) is an Investment Advisor Representative working at Principal Securities, Inc. in Charles City, IA and has 1 year of experience in the finance industry.
David Osborne (CRD# 7194892) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Northwood, IA and has over 3 years of experience in the finance industry.